Asana, Inc.

NYSE:ASAN Rapport sur les actions

Capitalisation boursière : US$1.7b

Asana Résultats passés

Passé contrôle des critères 0/6

Asana a connu une croissance annuelle moyenne de ses bénéfices de 8.9%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 22.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 18.4% par an.

Informations clés

8.89%

Taux de croissance des bénéfices

17.56%

Taux de croissance du BPA

Software Croissance de l'industrie17.33%
Taux de croissance des recettes18.37%
Rendement des fonds propres-119.29%
Marge nette-20.21%
Dernière mise à jour des bénéfices30 Apr 2026

Mises à jour récentes des performances passées

Recent updates

Seeking Alpha Jun 13

Asana: Improving Fundamentals, But Not Yet A Buy

Summary Asana Inc. is undervalued as the market overlooks its improving operating leverage and strategic pivot toward enterprise AI orchestration. ASAN achieved a non-GAAP operating margin improvement from -6% in FY2025 to +7% in FY2026, with guidance for at least 9.5% in FY2027. Enterprise focus is driving higher retention and expansion, with 73% of revenue from customers spending over $5,000 annually and 13% growth in $100K+ accounts. ASAN's strong $434M cash position, minimal debt, and early AI revenue traction provide resilience and strategic flexibility despite near-term growth headwinds. Read the full article on Seeking Alpha
Mise à jour du récit Jun 13

ASAN: SaaS Multiple Pressure Will Cap Benefits From AI Adoption

Asana's updated fair value estimate and P/E assumptions now align with a blended analyst price target range of about $7 to $13 as analysts weigh solid Q1 results, stable retention metrics, and improved margins against pressure on SaaS multiples and ongoing questions around product led growth and AI driven acceleration. Analyst Commentary Recent Street research around Asana reflects a mixed setup, with solid Q1 execution and stable retention sitting alongside more cautious signals on growth durability, valuation support, and the pace of any AI related uplift.
Mise à jour du récit May 29

ASAN: AI Adoption And Retention Stabilization Will Support Future Premium P/E Multiple

Asana's updated analyst price target has shifted modestly, with a lower fair value estimate of about $9.13 per share compared with the prior $10.12. Analysts attribute this adjustment to slightly different assumptions on revenue growth, profit margins, discount rates, and future P/E multiples following recent research that cites solid Q1 results, stable net retention, AI product contributions, and sector wide SaaS multiple compression.
Mise à jour du récit Apr 23

ASAN: AI Contribution And Slowing Retention Will Limit Future Earnings Power

Narrative Update on Asana The updated analyst price work on Asana points to a lower implied fair value, with the target estimate moving from about $10.33 to roughly $5.75. Analysts are factoring in reduced future P/E assumptions alongside mixed recent results, cautious FY27 guidance, and still early AI contribution signals, despite some encouraging retention and funnel trends.
Mise à jour du récit Apr 09

ASAN: AI Roadmap And Net Retention Trends Will Drive Reassessment

Analysts cut the Asana fair value estimate to $15 from $22 as they recalibrated expectations for revenue growth, profit margins, and future P/E following mixed Q4 results, tempered fiscal 2027 guidance, and a broad reset of price targets across the Street. Analyst Commentary Street research following Asana's mixed Q4 print points to a broad reset in expectations, with many firms trimming price targets to reflect updated FY27 guidance, revenue growth assumptions, and sector wide multiple compression.
Mise à jour du récit Mar 26

ASAN: AI Adoption And Retention Stabilization Will Support Future Premium P/E Multiple

Narrative Update The analyst price target for Asana has been reduced by multiple firms, with cuts ranging from about $2 to $8 per share, as analysts respond to mixed Q4 results, tempered FY27 guidance, and the view that AI contributions and net retention improvements, while encouraging, are not yet sufficient to change the growth outlook. Analyst Commentary Recent research updates show a wide range of views on Asana, with price targets shifting materially but opinions split on how much the current execution and AI roadmap can influence long term growth and valuation.
Mise à jour du récit Mar 10

ASAN: AI Adoption And Retention Stabilization Will Support Premium Future P/E Multiple

Our updated analyst price target for Asana has been cut by about $5 to roughly $10. This reflects a reset in long term growth and valuation assumptions as analysts weigh mixed Q4 results, softer FY27 guidance, and early but uncertain AI contribution against signs of improving retention and AI driven add on demand.
Mise à jour du récit Feb 24

ASAN: Government Security And AI Risk Reset Will Support Premium Future P/E Multiple

Asana's analyst price target has moved lower toward about $15 as analysts factor in reduced profit margin expectations, a slightly higher discount rate, and recent target cuts from firms applying new AI-related risk frameworks to the apps software group. Analyst Commentary Recent research on Asana has focused on how new AI related risk frameworks and changing expectations for the apps software group feed into valuation, price targets, and perceived execution risk.
Mise à jour du récit Feb 09

ASAN: Government Security Expansion Will Support Premium Future P/E Multiple

Analysts have trimmed their price target on Asana by about $0.40, pointing to slightly lower fair value and profit margin assumptions, even as they maintain a higher future P/E outlook. Analyst Commentary Bullish Takeaways Bullish analysts still see room for a relatively higher future P/E, suggesting they view Asana as capable of supporting a premium multiple if execution on growth and margins improves over time.
Mise à jour du récit Jan 26

ASAN: Government Security Expansion And Buybacks Will Support Future Upside

Narrative Update Analysts have modestly reduced their price target on Asana to about US$15.92, citing updated assumptions around the discount rate, a profit margin near 12.75%, and a forward P/E of roughly 39.49x. What's in the News Asana reported repurchasing 2,183,000 shares between August 1, 2025 and October 31, 2025 for US$30.78 million, bringing total buybacks under the June 20, 2024 program to 11,388,000 shares for US$152.53 million, equivalent to 4.94% of shares.
Article d’analyse Jan 21

Investors Don't See Light At End Of Asana, Inc.'s (NYSE:ASAN) Tunnel And Push Stock Down 26%

Asana, Inc. ( NYSE:ASAN ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
Mise à jour du récit Jan 12

ASAN: Government Security Push And AI Features Will Support Future Upside

Analysts have inched their fair value estimate for Asana higher to about US$15.92 per share from roughly US$15.76. This reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they see as better aligned with the company’s current risk and earnings profile.
Mise à jour du récit Dec 18

ASAN Will Face Slower Revenue And Margin Progress Despite New AI Initiatives

Analysts have nudged their price target on Asana modestly higher to reflect a slightly richer long term earnings multiple and incremental improvement in fair value estimates, even as they temper assumptions for revenue growth and profit margins. What's in the News Issued fourth quarter revenue guidance of 204 million dollars to 206 million dollars, implying 8 percent to 9 percent year over year growth, and fiscal 2026 revenue guidance of 789 million dollars to 791 million dollars, implying 9 percent growth (company guidance) Launched Asana Gov, a FedRAMP in process workspace tailored for government agencies and regulated industries.
Article d’analyse Dec 05

Earnings Update: Asana, Inc. (NYSE:ASAN) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Shareholders of Asana, Inc. ( NYSE:ASAN ) will be pleased this week, given that the stock price is up 14% to US$14.16...
Mise à jour du récit Dec 04

ASAN: AI Adoption And Guidance Will Shape Balanced Risk Reward Outlook

Analysts have nudged their price target on Asana slightly lower, trimming fair value by about $0.61 per share to reflect lingering uncertainty around consistent revenue upside, even as they view recent AI driven product adoption and Q2 performance as a step in the right direction. Analyst Commentary Analysts see Asana's latest quarter as incremental progress toward a more durable growth profile, but they remain cautious on the company’s ability to consistently exceed revenue expectations and fully justify premium valuation multiples.
Article d’analyse Aug 25

Is There An Opportunity With Asana, Inc.'s (NYSE:ASAN) 28% Undervaluation?

Key Insights Asana's estimated fair value is US$20.08 based on 2 Stage Free Cash Flow to Equity Asana is estimated to...
Article d’analyse Jul 21

What Is Asana, Inc.'s (NYSE:ASAN) Share Price Doing?

While Asana, Inc. ( NYSE:ASAN ) might not have the largest market cap around , it saw a double-digit share price rise...
Article d’analyse Jun 24

More Unpleasant Surprises Could Be In Store For Asana, Inc.'s (NYSE:ASAN) Shares After Tumbling 25%

Asana, Inc. ( NYSE:ASAN ) shares have had a horrible month, losing 25% after a relatively good period beforehand. The...
Article d’analyse May 04

Is Asana, Inc. (NYSE:ASAN) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Asana's estimated fair value is US$12.80 based on 2 Stage Free Cash Flow to Equity Asana's US$16.27 share...
Article d’analyse Apr 05

Risks Still Elevated At These Prices As Asana, Inc. (NYSE:ASAN) Shares Dive 25%

To the annoyance of some shareholders, Asana, Inc. ( NYSE:ASAN ) shares are down a considerable 25% in the last month...
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Nouveau récit Mar 20

The Launch Of AI Studio Will Accelerate Multiproduct Transformation And Market Reach

AI Studio's anticipated adoption is expected to drive revenue growth and support Asana's transformation into a multiproduct company amidst macroeconomic challenges.
Seeking Alpha Mar 17

Asana Q4 2024 Plunge Reaction, Despite Future Revenue Potential

Summary Asana's 2024 results showed mixed performance, with 11% sales growth and positive free cash flow, but a soft net retention rate at 96%. CEO Dustin Moskovitz's retirement announcement triggered negative sentiment, but he remains board chair, focusing on AI strategy, which could benefit long term. Asana's 2025 growth projection of 10% is disappointing compared to competitors like monday.com, highlighting ongoing struggles in top and bottom-line competition. Despite challenges, Asana's durable SaaS platform and increasing multi-year deals indicate strong future revenue potential, evidenced by a 23% growth in remaining performance obligations. Read the full article on Seeking Alpha
Article d’analyse Feb 25

Is Now The Time To Look At Buying Asana, Inc. (NYSE:ASAN)?

While Asana, Inc. ( NYSE:ASAN ) might not have the largest market cap around , it saw a significant share price rise of...
Seeking Alpha Feb 13

Asana: Still No Reason To Own

Summary Asana's stock has declined 85% from its peak, with slowing revenue growth, declining retention rates, and no profitability, making it a Hold. Competitors like Atlassian and monday.com are outperforming Asana in revenue growth, highlighting Asana's struggles in a competitive SaaS market. Despite a strong balance sheet and potential AI-driven growth, Asana's fundamentals show no signs of immediate improvement. Key metrics to watch include retention rates, profitability, cash flow, and developments in Asana's AI Studio for future investment decisions. Read the full article on Seeking Alpha
Article d’analyse Jan 15

Asana, Inc. (NYSE:ASAN) May Have Run Too Fast Too Soon With Recent 32% Price Plummet

The Asana, Inc. ( NYSE:ASAN ) share price has softened a substantial 32% over the previous 30 days, handing back much...
Seeking Alpha Jan 09

Asana: Don't Believe The AI Studio Hype (Rating Downgrade)

Summary Asana's stock has surged nearly 2x from 2024 lows due to its new AI Studio product, but growth remains underwhelming. The company expects AI Studio to expand its TAM, though in my view, the new features don't materially add any new functionality to Asana beyond automating workflow setup. Asana is touting potential revenue acceleration from charging consumption-based price on AI Studio. We should be careful, however, as consumption-based software has seen a pullback in spending this year, such as MongoDB and Snowflake. Trading at ~5x forward revenue, Asana is already fairly valued for its relatively meager ~10% top line growth. Read the full article on Seeking Alpha
Article d’analyse Dec 31

Is Asana, Inc. (NYSE:ASAN) Worth US$20.6 Based On Its Intrinsic Value?

Key Insights Asana's estimated fair value is US$15.77 based on 2 Stage Free Cash Flow to Equity Current share price of...
Seeking Alpha Dec 26

Asana: AI Studio Could Be The Start To Re-Accelerated Growth

Summary Asana's stock rally is driven by optimism around its new AI tool, despite unimpressive quarterly results and slowing revenue growth. The company reported better-than-expected earnings but continues to face negative cash flow and declining net revenue retention rates. Asana's AI Studio could be a turning point, potentially accelerating revenue growth by expanding the company's addressable market. Read the full article on Seeking Alpha
Seeking Alpha Dec 06

Asana: Wait For Growth To Accelerate Before Investing

Summary I give a hold rating for Asana (ASAN) as I await revenue growth acceleration. ASAN's 3Q25 earnings showed stabilization and better execution, with improvements in ARR, billings, RPO, and customer additions. Management's 4Q25 revenue guidance is encouraging, pointing to potential growth acceleration, supported by accurate past guidance and solid profitability improvements. Despite growth potential from AI Studio and organic demand, concerns remain with declining net retention rates and slower growth compared to peers. Read the full article on Seeking Alpha
Article d’analyse Nov 30

Optimistic Investors Push Asana, Inc. (NYSE:ASAN) Shares Up 25% But Growth Is Lacking

Asana, Inc. ( NYSE:ASAN ) shareholders would be excited to see that the share price has had a great month, posting a...

Ventilation des recettes et des dépenses

Comment Asana gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:ASAN Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
30 Apr 26809-163560292
31 Jan 26791-189567300
31 Oct 25774-219597309
31 Jul 25756-208563319
30 Apr 25739-232561330
31 Jan 25724-256563339
31 Oct 24707-256563340
31 Jul 24689-260554338
30 Apr 24673-259540331
31 Jan 24653-257528325
31 Oct 23632-290534323
31 Jul 23607-329553317
30 Apr 23579-370580308
31 Jan 23547-408593297
31 Oct 22509-403575277
31 Jul 22468-371528255
30 Apr 22422-327462228
31 Jan 22378-288402203
31 Oct 21335-260328182
31 Jul 21293-264304161
30 Apr 21256-237265139
31 Jan 21227-212253121
31 Oct 20202-175224101
31 Jul 20181-165200108
30 Apr 20162-13917599
31 Jan 20143-11915390
31 Jan 1977-517243

Des revenus de qualité: ASAN n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: ASAN n'est actuellement pas rentable.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: ASAN n'est pas rentable, mais a réduit ses pertes au cours des 5 dernières années à un taux de 8.9% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de ASAN au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: ASAN n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Software ( 14.2% ).


Rendement des fonds propres

ROE élevé: ASAN a un retour sur capitaux propres négatif ( -119.29% ), car il n'est actuellement pas rentable.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/15 02:31
Cours de l'action en fin de journée2026/06/15 00:00
Les revenus2026/04/30
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Asana, Inc. est couverte par 20 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Robert OliverBaird
Zane ChraneBernstein
Matthew BullockBofA Global Research